SIM
WRK

Sentry Investment Management’s WestRock Company WRK Stock Holding History

Sentry Investment Management’s Portfolio WRK Stock Details WRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,102
Closed -$55K – 499
2024
Q2 		$55K Sell
1,102
-226
-17% -$11.4K 0.02% 406
2024
Q1 		$66K Hold
1,328
– – 0.03% 407
2023
Q4 		$55K Sell
1,328
-143
-10% -$5.5K 0.02% 428
2023
Q3 		$53K Sell
1,471
-200
-12% -$6.56K 0.03% 458
2023
Q2 		$49K Hold
1,671
– – 0.02% 480
2023
Q1 		$51K Sell
1,671
-98
-6% -$3.23K 0.02% 447
2022
Q4 		$62K Hold
1,769
– – 0.03% 436
2022
Q3 		$55K Hold
1,769
– – 0.03% 460
2022
Q2 		$70K Sell
1,769
-345
-16% -$16.2K 0.03% 447
2022
Q1 		$99K Sell
2,114
-355
-14% -$16.2K 0.03% 436
2021
Q4 		$110K Buy
+2,469
New +$116K 0.03% 425
2021
Q3 		– Sell
-2,465
Closed -$131K – 531
2021
Q2 		$131K Sell
2,465
-140
-5% -$7.84K 0.03% 394
2021
Q1 		$136K Buy
+2,605
New +$122K 0.04% 396
2020
Q2 		– Sell
-15,351
Closed -$434K – 502
2020
Q1 		$434K Buy
15,351
+1,827
+14% +$65.7K 0.03% 329
2019
Q4 		$580K Hold
13,524
– – 0.03% 376
2019
Q3 		$493K Hold
13,524
– – 0.03% 380
2019
Q2 		$493K Sell
13,524
-1,070
-7% -$39.3K 0.03% 408
2019
Q1 		$560K Sell
14,594
-1,296
-8% -$50.7K 0.04% 384
2018
Q4 		$600K Sell
15,890
-418
-3% -$18.4K 0.04% 368
2018
Q3 		$871K Hold
16,308
– – 0.05% 327
2018
Q2 		$930K Sell
16,308
-1,826
-10% -$112K 0.06% 306
2018
Q1 		$1.16M Sell
18,134
-1,743
-9% -$115K 0.07% 282
2017
Q4 		$1.26M Hold
19,877
– – 0.07% 275
2017
Q3 		$1.13M Buy
19,877
+5,216
+36% +$298K 0.04% 295
2017
Q2 		$831K Buy
14,661
+442
+3% +$24K 0.03% 361
2017
Q1 		$740K Sell
14,219
-623
-4% -$32.9K 0.03% 380
2016
Q4 		$754K Sell
14,842
-4,475
-23% -$220K 0.03% 377
2016
Q3 		$936K Hold
19,317
– – 0.04% 327
2016
Q2 		$751K Sell
19,317
-2,123
-10% -$79.6K 0.03% 383
2016
Q1 		$754K Buy
21,440
+8,087
+61% +$263K 0.03% 380
2015
Q4 		$549K Buy
+13,353
New +$608K 0.03% 425

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sentry Investment Management's WRK Position: Q3 2024 in Review

Sentry Investment Management sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 1,102 shares — an estimated $55K sold.

Sentry Investment Management first reported a position in WRK in Q4 2015 and held it in 31 quarters. The position peaked at $1.26M in Q4 2017. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Sentry Investment Management reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Sentry Investment Management sold 1,102 WestRock Company shares in Q3 2024, an estimated $55K.
  • Sentry Investment Management first reported a position in WestRock Company in Q4 2015 and held it in 31 quarters.
  • Sentry Investment Management's WestRock Company position peaked at $1.26M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Sentry Investment Management's 13F filing for Q3 2024, filed 30 Oct 2024.